Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Tax Administrator plays a critical role in supporting the efficient and accurate processing of tax returns. This position requires a highly organized and detail-oriented individual with excellent communication and interpersonal skills. The Tax Administrator will be responsible for managing client files, communicating with clients, processing tax returns, and providing general office support.

Responsibilities

• Accurately scan, index, and organize electronic client files in accordance with established company protocols.
• Maintain physical client files in a secure and organized manner.
• Ensure all documents (electronic and physical) are properly labeled and stored for easy retrieval and audit trail compliance.
• Implement and maintain a robust document management system to ensure efficient access and retrieval of client information.
• Accurately enter client data into tax preparation software and other relevant databases.
• Conduct regular data quality checks to ensure accuracy and completeness of information.
• Prepare and distribute client engagement letters and other relevant agreements.
• Track client agreement signatures and follow up with clients to ensure timely completion.
• Respond to client inquiries regarding agreements and related matters in a professional and timely manner.
• Coordinate the delivery of completed tax returns to clients via preferred methods (mail, email, in-person pickup).
• Ensure secure and timely delivery of sensitive client information.
• Respond to client inquiries regarding the status of their tax returns, answer general tax-related questions (within scope of role), and direct complex inquiries to appropriate tax professionals.
• Maintain positive and professional client relationships.
• Transmit tax returns electronically to the IRS and state agencies using designated tax software.
• Monitor the status of e-filed returns and address any potential filing issues.
• Ensure all tax returns are filed accurately and within established deadlines.
• Assist in gathering information for any tax notices or correspondence from the IRS or state agencies.
• Provide basic support to tax professionals in addressing client tax notices and resolving any related issues.
• Answer and direct phone calls professionally.
• Schedule and coordinate client appointments and meetings.
• Manage incoming and outgoing mail and correspondence.
• Assist with office organization and maintenance, including ordering supplies and maintaining a clean and professional workspace.
• Provide general administrative support to the tax department as needed, such as data entry, report generation, and special projects.

Requirements

• High School Diploma or equivalent required; Associate's degree in Accounting, Business Administration, or a related field preferred.
• 1-2 years of experience in an administrative or office support role preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software.

Experience Level

• 1-2 years of experience in an administrative or office support role preferred

Education Level

• High School Diploma or equivalent required
• Associate's degree in Accounting, Business Administration, or a related field preferred

About the Company

• Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.
• All Trivium Point team members are guardians of the firm’s story.
• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.